From Excel rookie to Excel guru.
This course teaches you how to create dynamic and professional Profit & Loss reports using real system data. You’ll learn how to avoid hard-coded numbers, use advanced Excel formulas, and apply pivot tables to make your reports more flexible and easy to update.
We’ll also cover how to build a complete financial model with separate pages for assumptions, data, reports, dashboards, and checks. Then, you’ll learn to automate regional report generation using VBA and consolidate them into a final corporate P&L report. This course is ideal for anyone who wants to improve their Excel reporting skills from basic to advanced.
Financial Reporting Expert
Lenny is Senior Financial Analyst at Ausenco. Lenny has over 15 years combined experience in financial planning and analysis (FP&A), financial reporting and modeling, and compliance auditing. Lenny supervises Adaptive Insights system budgeting, and is a CPA, CGA, and a Certified Adaptive Insights Professional and Certified Xero Partner. Lenny is a proponent for "One-click Reporting" for analysts and "Self-service Reporting" for executives. He has strong belief that reporting and closing should be hours rather than days or even weeks. Lenny also acted as local CPA chapter board officer and volunteered for Canada Revenue Agency as a Community Volunteer Income Tax Program consultant. Education MBA, Finance : George Washington University - SBPM (School of Business and Public Management) - [1998 to 2000]
